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Technology Stocks : The New QLogic (ANCR)

QLGC 16.07

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Aug 24 5:00 PM EST

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To: George Dawson who wrote (12638)	11/24/1997 9:19:00 AM
From: Craig Stevenson	Read Replies (1) of 29386

George, <<Another proclamation that would really help Ancor on the LAN side and help them to capitalize on the window of opportunity would be a proclamation from their Japanese customer. They have the largest flattest LAN in the FC business and have been able to use this only marginally for marketing purpose. I hope we will hear more details soon.>> I couldn't agree more. Ancor has a number of unique and compelling network installations, but they can't or won't talk about them in any detail. That has really hurt their marketing efforts. Opportunities on the LAN side of Fibre Channel will undoubtedly be impacted by Gigabit Ethernet. The time to build mind-share on the LAN side is NOW. (And for the last year or so, but those opportunities are long gone.) Craig

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